Ross
Henry

Laird Norton Wealth Management

CRD#2955953
Investment Advisor
in Seattle, WA

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About this Advisor

Ross Henry is a certified financial planner based out of Seattle, Washington with a total of 17 years of relevant experience. Henry is an advisor for Laird Norton Wealth Management. They have spent their entire time as a financial advisor at Laird Norton Wealth Management. Henry maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Washington. Laird Norton Wealth Management is a business operating out of Seattle, WA. The firm has offices in three locations and a total of 97 advisors. It controls $4 billion in total assets among its 2,706 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to six charities and foundations. Of its 2,706 accounts, 77% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Fees for financial management usually vary depending on which service is provided. However, fees charged by Laird Norton Wealth Management can be comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

801 Second Avenue Suite 1600
Seattle, WA 98104

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Laird Norton Wealth Management Brokerage Details

Total Assets Under Management

$4,060,993,183

WA Average: $3,566,627,242
Total Number of Employees

97

WA Average: 46
Total Number of Accounts

2,706

WA Average: 1,499
Average Account Size

$1,500,737

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Educational seminars/workshops

Ross Henry Work History

Ross has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Laird Norton Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ross Henry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Laird Norton Wealth Management

Jeffrey Sain
Seattle, WA
Monica Padineant
Seattle, WA
Angie Myers
Seattle, WA
Leslie Harrison
Seattle, WA
David Hill
Exton, PA
Rebecca Miles
Seattle, WA
Kate Donnelly
Seattle, WA
Rodney Van Belle
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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